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Wealthspire Advisors (New York)’s Safehold SAFE Stock Holding History

Wealthspire Advisors (New York)’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$307K Buy
+19,584
New +$297K ﹤0.01% 985
2025
Q4 		– Sell
-108
Closed -$1.67K – 2520
2025
Q3 		$1.67K Buy
+108
New +$1.67K ﹤0.01% 2653

Other funds holding SAFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MC
MSD Capital New York $102M AUM 2.45% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthspire Advisors (New York)'s SAFE Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Safehold (SAFE) in Q2 2026: 19,584 shares worth $307K. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in SAFE as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in SAFE in Q3 2025 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Wealthspire Advisors (New York) held 19,584 shares of Safehold worth $307K as of Q2 2026.
  • Safehold was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Safehold made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #985 holding.
  • Wealthspire Advisors (New York) first reported a position in Safehold in Q3 2025 and has held it in 2 quarters since.
  • 215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.